As noted earlier, Stifel downgraded Capital One (COF) to Hold from Buy. Analyst Christopher Brendler believes that the stock has become less attractive following its recent rally, and he thinks that changes made by the Trump Administration won't be felt by the company "for years." Moreover, he is concerned about the recent expansion of credit by the company, and he is more upbeat about Discover (DFS) than Capital One. Discover poses lower risk and is more leveraged to changes being sought by President-elect Trump, according to the analyst. He raises his price target on Capital One to $84 from $76.